How to Use Property Takeoffs

Before you estimate your client’s opportunities, you can assign your Takeoffs onto your properties! This part will help you when you go to estimate for this property.

Before you can add Takeoffs to a Property, you have to set them up in Administration.

Navigate to the Properties module and select your property from the property details screen.
Click on the three dot menu and select Takeoffs.

The Property Takeoffswindow will appear.
- This window is organized by Takeoff Group.
Open your desired Takeoff Group to locate your Takeoff Item.

This is the area where you’d specify your takeoff value for the particular item! Select Save to apply the measurements to the Property Takeoff screen.

Using Kits with Takeoffs on an Estimate

After you have added your Takeoffs to your properties, you can move forward with estimating for your client's job!

Then, when estimating your takeoff measurements are automatically calculated in.

After you add the kit into your estimate, you'll notice the takeoff value you set up under the property three dot menu auto calculates under the QTY column!

Takeoff Reporting

Takeoff data is important to having successful landscaping projects. Regularly reviewing the takeoff-related reporting in your system confirms you maintain accurate estimates, efficient material purchasing, effective project planning, and adaptability to change - all of which are critical to the success of your landscaping business!

To review data on Takeoffs, navigate to the Reporting module. Select Standard Reports and then Opportunity Service in the Sales grouping.

You are able to add display columns on this report for your Takeoff Groups and their Opportunities!

Using the Takeoff Integration with PropertyIntel

Aspire offers a takeoff integration with PropertyIntel, which once enabled, you can add Takeoffs to Properties from the Property Takeoffs screen!

PropertyIntel helps you collect, connect, and visualize essential data you need to bid, win, and service more jobs in less time.

📑To learn more about the PropertyIntel integration for Aspire, read this article.